Transferring Account Ownership

The Account Owner role includes billing access, compliance agreements, and full administrative control.

Transferring ownership is a significant change. Once completed, it can only be reversed by the new Account Owner, so be sure you’re transferring to the right person.

Table of Contents

• About Account Ownership
• Who Can Transfer Ownership?
• Transfer Process
• What If My Seats Are Full?
• After Transfer

About Account Ownership

Each Notehouse organization has one Account Owner. This role is created when the organization is first set up and includes exclusive access to:

• Billing and subscription management
• Compliance agreements, including the BAA
• Transferring account ownership
• Full administrative control

Who Can Transfer

Only the current Account Owner can initiate an ownership transfer.

Please note that admins cannot transfer ownership, but ownership can be transferred to an Admin. Ownership cannot be transferred to yourself, and the new owner must already be a team member

If your Account Owner is no longer with the organization and you cannot access their account, please reach out to support regarding transferring account ownership.

Transfer Process

1. Log in as the Account Owner
2. Go to Account Settings
3. Open the Users tab
4. Select Transfer ownership
5. Choose the new Account Owner
6. Review the confirmation message

7. Confirm the transfer

   

The new owner must be an active, verified user in your organization.

What If My Seats Are Full?

Please contact support@getnotehouse.com if that is the case, and we will walk you through the process.

After Transfer

For the new Account Owner

• Gains ownership immediately
• Receives full billing and compliance access
• Becomes responsible for organizational administration
• Cannot be removed by other users

For the previous Account Owner

• Is downgraded to an Admin role
• Retains general administrative access
• Loses billing and ownership-specific permissions

You can also delete their account if needed. We strongly encourage that any clients they have are transferred over to another active user, and all data is saved before deletion.

For the organization

• No disruption to users or data
• Clients, settings, and history remain unchanged
• Billing continues without interruption

Ownership transfers must be completed directly by the current Account Owner while they still have access to their account. Support is not able to transfer ownership on behalf of an active Account Owner outside of technical issues.

Support can assist only if the Account Owner has left the organization and no one can login to their account. Please contact us at support@getnotehouse.com if this is the case.